+59.2%
LUV vs JBL
+20.8%
+38.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -4.8% | +11.7% | +8.1% |
| 7D | +6.8% | -11.1% | +17.9% | +10.0% |
| 30D | +10.9% | -14.1% | +25.0% | +15.2% |
| 3M | -4.2% | -23.9% | +19.7% | +2.6% |
| 6M | +22.1% | -24.1% | +46.2% | +28.7% |
| YTD | +13.8% | +13.5% | +0.3% | +4.8% |
| 1Y | +59.2% | +23.7% | +35.5% | +38.1% |
| All | +59.2% | +20.8% | +38.4% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded JBL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling